According to a report published today in Korea, LG and Samsung's display units are about to sign an agreement with Apple to provide the iPhone manufacturer with OLED screens. Both already are responsible for the OLED displays used on the Apple Watch, although LG could end up as the sole supplier of the screen for the sequel to the timepiece expected out next year.
LG will repurpose existing production lines to produce its share of the OLED iPhone displays, which saves it money. The company will be employing a sixth generation production technique that has yet to be tested. As a result, yields are unknown. Speculation has Samsung receiving 30% fewer orders for the OLED glass than LG receives. Those familiar with the talks say that Apple drove a hard bargain, getting Samsung to agree to a single-digit margin for its OLED screens.
According to KGI Securities' Ming-Chi Kuo, who has a remarkable track record with his Apple forecasts, the first AMOLED screened iPhone will roll off the assembly line in 2019. The analyst says that Apple's partners have just made new investments in LCD screens, money that they would not have spent if Apple was about to switch from LCD to OLED before 2019. Other analysts see Apple making the switch in 2018.
Alan, an ardent smartphone enthusiast and a veteran writer at PhoneArena since 2009, has witnessed and chronicled the transformative years of mobile technology. Owning iconic phones from the original iPhone to the iPhone 15 Pro Max, he has seen smartphones evolve into a global phenomenon. Beyond smartphones, Alan has covered the emergence of tablets, smartwatches, and smart speakers.
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